Click Marketo, and then on the pop-up window that appears click Sign upnow.

3

Enter your email ID to sign up

Type the email address that you want to use for the integration in the Email ID box and click Sign Up. You’ll receive an email to the email address you have entered for confirmation.

4

Receive an email notification

Click the link in the email to open the sign up form.

5

Enter the mandatory details

Fill data in the mandatory fields and click Submit to complete the sign up process.

In the Sign Up page, enter the following details first:

Password

Account Name

Identity in the format: https://<CRM OrgId>.mktorest.com/identity

Once you enter the REST API identity URL, the following additional details are populated:

Client ID

Client Secret

Endpoint URL

Important: Read the section below in this article to learn how to retrieve the Client ID, Secret and REST API Endpoint URL. For more information, read Marketo's API documentation available here:http://developers.marketo.com/rest-api/.

Enter the following User details:

First Name

Last Name

Job Title

Phone Number

Street Address

City

State/Province

Zip/Postal Code

Country

Click Submit.

Create Custom Fields

Create two custom fields: MatchedStatus and LastUpdatedDateByIV in Marketo to track the status of lead enrichment and the date and time at which the data on the lead was enriched.

Step

Description

Details

1

Log in

Log in to your Marketo application with your administrative credentials.

2

Go to the Admin page

In the upper-right corner of the page, click Admin.

3

Select the Field Management link

On the left hand side of the Admin screen, under the Admin options, click Field Management.

4

Select the New Custom Field

On Field Management screen, click New Custom Field.

5

Create custom fields

On the New Custom Field pop-up, complete the following steps depending on the field that you are creating:

To create the MatchedStatus field:

Click the Type drop-down and select String.

Enter MatchedStatus in the Name field. The value in the API Name field is automatically populated. IMPORTANT: Ensure the first letter of the API name is capitalized (i.e. MatchedStatus)

Click Create.

6

Create the LastUpdatedDateByIV

To create the LastUpdatedDateByIV field:

Click Type and select Date.

Enter LastUpdatedDateByIV in the Name field. The value in the API Name field is automatically populated. IMPORTANT: Ensure the first letter of the API name is capitalized (i.e. LastUpdatedDateByIV)

Click Create.

Configure field mapping between InsideView Enrich and Marketo

After you complete the sign up process, some standard fields in InsideView Enrich are automatically mapped to the relevant fields in Marketo. However, you can customize the auto mapping as per your requirements. You can also overwrite the data on some of the fields in your CRM records with the data in InsideView Enrich.

Setup the InsideView Webhook

Note how you apply the webhook depends upon your campaign setup. The InsideView webhook can applied at the global level (directions below) or to specific campaigns. The setup is conceptually the same, but we only present an explanation for applying the webhook on a global level (enriching all of your leads). Your implementation manager can advise best practices for setting up the webhook at the specific campaign level.

Create a smart campaign to invoke the InsideView Enrich webhook based on specific criteria (Smart List and Flow).

Step

Description

Details

1

Go to the Marketing tab

Once you create a new webhook, click the Marketing Activities tab.

2

Select the new campaign folder

Click New, and from the list of options that appear, click New Campaign Folder.

3

Enter the new campaign details

On the New Campaign Folder pop-up, in the Name field, enter a name for the folder and click Create. The folder opens in a new tab.

4

Select the new campaign

Click New, and select New Smart Campaign.

5

Create

Enter a name for the campaign in the Campaign Name box, and click Create.

Create a Smart List and Flow Step

Create a smart list and a flow step within the smart campaign to send every new lead to InsideView Enrich for enrichment. You can customize your smart list to enrich leads only with the valid company domain and specific lead sources.

Step

Description

Details

1

Select the New Campaign

On the left hand side of the Marketing Activities screen, click the name of the campaign to open it.

2

Go the Smart List tab

Click the Smart List tab.

3

Drag the lead trigger

On the Smart List, drag the Lead is Created trigger.

4

Customize the smart list

To exclude the generic email domain from being enriched, click Add Constraint.

On the Add Constraint pop-up, select Email Address item and choose not contains from the drop-down menu and enter *@gmail.com; *@hotmail.com and other generic email domain as shown below:

This filter will enrich only those leads whose email addresses has a proper company domain and will not enrich leads with generic email addresses as listed above.

Note: Marketo allows you add multiple filters with different set of rules.

If you want to enrich leads only from a particular source, add a filter where the lead source is equal to the desired source (for example, select web) as shown below:

The lead source is filter created as illustrated below:

4

Drag the call webhook

Next, click the Flow tab.

Drag Call Webhook from the list on the right hand side of the screen.

5

Select the Webhook

Click the Webhooks drop-down and select the webhook you create for InsideView Enrich.